In-Person Tax Advisor: Client-Centric & Advisory

H&R Block, Inc.; Millbrae (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block in Millbrae, CA is hiring a year-round Block Advisor Tax Advisor in-person to help clients navigate complex tax and business scenarios. You will prepare complete, accurate returns for individuals and small businesses, conduct in-depth client interviews, and offer personalized recommendations.

You’ll build year-round relationships, identify tax savings opportunities, and support clients with IRS notices and audit guidance, backed by comprehensive training, technology, and a strong

Qualifications

• High school diploma or GED required; CPA/EA preferred.
• Experience in tax preparation for individuals and businesses.
• Strong client-facing and communication skills; ability to explain tax concepts clearly.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to assess financials and tax implications.
• Provide IRS support and audit guidance to clients as needed.

Skills

Client-facing

Communication

Interpersonal skills

Tax knowledge

Education

High school diploma or equivalent

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Copilot

ChatGPT

Job description

H&R Block in Millbrae, CA is hiring a year-round Block Advisor Tax Advisor in-person to help clients navigate complex tax and business scenarios. You will prepare complete, accurate returns for individuals and small businesses, conduct in-depth client interviews, and offer personalized recommendations.

You’ll build year-round relationships, identify tax savings opportunities, and support clients with IRS notices and audit guidance, backed by comprehensive training, technology, and a strong